SERVICES & OFFERINGS
Optimizing and automating business operations, so you can work smarter, not harder.
DOES THIS SOUND LIKE YOU?
You’re overwhelmed with daily tasks and spending too much time manually managing your business operations.
You receive plenty of enquiries but struggle to follow up effectively, leaving potential leads and revenue on the table.
Your business lacks streamlined systems, making it hard to stay organised and maintain a consistent client experience.
STREAMLINED SYSTEMS
Our systems offerings focus on optimising and automating business operations, enabling clients to work smarter, not harder.
From comprehensive CRM setups and seamless email communication management to tailored project management systems and strategic monthly support, we provide the tools and expertise to help businesses stay organised, efficient, and growth-focused.
Whether it's automating client onboarding, managing ongoing communications, or refining workflows, our packages are designed to save time, enhance productivity, and drive results.
CRM & EMAIL MANAGEMENT
KEEP YOUR CLIENT COMMUNICATIONS ORGANISED, AUTOMATED & IMPACTFUL.
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​This package provides ongoing support to ensure your client communication systems and email communication are optimized for efficiency and effectiveness. From managing your client database to creating and executing email communication, we’ll take the hassle out of staying connected with your audience.
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This service ensures your communication systems are always running efficiently, allowing you to focus on growing your business. With automated and managed communication, you’ll never miss an opportunity to engage with your clients or leads. The optional DM management add-on adds another layer of customer care by maintaining strong connections on social media platforms.
WHAT'S THE OFFER?
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CRM & Email Management:
We handle the ongoing organisation of client data and ensure that all email communications are running smoothly and effectively. -
Client Communication Management:
We’ll draft, schedule, and send all your key emails, keeping your audience engaged and organised. -
Social Media DM Management (Optional Add-on):
We’ll manage responses to social media direct messages (Instagram, TikTok, etc.), ensuring timely, professional, and on-brand communication. -
Monthly Updates:
Regular check-ins to review and optimise email templates, workflows, and client records.
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Pricing: £1,300/month
Optional Social Media DM Management Add-on: £500/month
CRM SETUP
STREAMLINE YOUR CLIENT MANAGEMENT WITH A CUSTOM SETUP CRM SYSTEM
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This package delivers a fully customized CRM system setup on Dubsado, designed to help you automate, organize, and simplify your business operations. With tailored workflows, forms, and integrations, you’ll have a streamlined system that manages your leads, clients, and tasks seamlessly.
WHAT'S THE OFFER?
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Full CRM Setup: Complete configuration of your CRM system on Dubsado.
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Customization: Tailored forms, workflows, and templates, including contracts, invoices, and questionnaires, all designed to reflect your brand and meet your business needs.
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Integration: Connection with your email systems and calendar tools for seamless scheduling and communication.
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Client Onboarding Setup: Automation of onboarding processes, including booking systems, reminders, and follow-up emails.
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Pricing: £1,200 one-off set up cost
PROJECT MANAGEMENT
STREAMLINE YOUR OPERATIONS AND STAY ALIGNED WITH EXPERT SUPPORT
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This package is perfect for creative business owners feeling stuck in the chaos of daily operations. With expert guidance and tailored tools, we’ll help you streamline processes, track goals, and create a roadmap for sustainable growth. Gain clarity, structure, and the confidence to tackle both immediate tasks and long-term objectives. With monthly strategy sessions, we support you every step of the way!
WHAT'S THE OFFER? ​
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Project Management & Business Systems: Set up and maintain custom project management tools. Tailored dashboards and boards will help you track tasks, client projects, and deadlines with ease.
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Goal Tracking & Business Planning: Develop and maintain a clear roadmap for your business goals. We’ll strategize around key launches, promotions, and activities to ensure you stay focused and productive.
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Monthly Strategy Sessions: A 1-hour session each month to review progress, realign plans, and set actionable priorities. These sessions ensure consistent momentum and clarity.
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Pricing: £1,000 per month
